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The presidential election is now just a day away and the tightening race has put investors on edge. The new email probe announced by the FBI added more uncertainty to the outcome and even though Hillary has been “cleared’ by them now, a lot of damage to her campaign has already been done.

Before the disclosure, Hillary Clinton had a comfortable lead over Trump in almost all polls but the lead has shrunk over the past few days and the latest Wall Street Journal/NBC survey shows Clinton leading Trump by just four points 44% to 40% nationally.

Some sectors will fare better under Hillary and others may prosper if Trump wins the election. So, it is time that the investors take a look at their portfolios and be prepared to realign their portfolios for the result of the election.

Clinton and Trump strongly disagree on most policy issues but there are a few issues that they actually agree on and those areas of the market will likely do well no matter what happens tomorrow.

Long-Term Winner: Broader Stock Market

Most analysts expect a big market sell-off if Trump wins and a moderate relief rally if Clinton wins. A sell-off could be an opportunity for long-term investors to buy high-quality stocks and ETFs.

Remember, the longer-term direction of the stock market will be determined by the economy and monetary policy. The US economic outlook has clearly been brightening of late and It appears likely now that earnings growth will be positive this quarter after five consecutive quarters of decline. (Read: 7 Inverse ETFs to Play Election Uncertainty )

Many statements/promises made by candidates on the campaign trail may just turn out to be campaign rhetoric and not be followed up by any policy imitative.

Even if Trump wins the election, it’s not going to be easy for him to get congressional support for building walls or blocking trade. The US constitution ensures limits on president’s freedom of action.

Most analysts agree that a Trump victory would be bullish for gold. Per HSBC, gold prices could surge to $1500 an ounce by the end of 2016, up ~16% from the current levels, if Trump wins the election. In addition to greater geopolitical risks that a Trump win entails, higher government spending and protectionist trade policies would also benefit the metal.

According to HSBC, a Clinton presidency would also benefit gold though to a lesser degree. They believe that Hillary also “taken a progressively more protectionist and less free trade stance” which could send gold to $1,400 by the end of this year.

Infrastructure spending may also get a boost no matter who occupies the White House next year. Hillary has a $275 billion plan to improve US infrastructure over the next five years. This included $25 billion to capitalize a federal infrastructure bank.

Trump has said he’ll spend more than $500 billion to rebuild infrastructure and will finance the spending with debt. His plan however lacks details.

Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.

Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.

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Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm.

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